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728 hedge funds and large institutions have $30.8B invested in Uber in 2020 Q1 according to their latest regulatory filings, with 225 funds opening new positions, 292 increasing their positions, 158 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 158

61% more first-time investments, than exits

New positions opened: 225 | Existing positions closed: 140

21% more funds holding in top 10

Funds holding in top 10: 6376 (+13)

13% more funds holding

Funds holding: 647728 (+81)

4.45% more ownership

Funds ownership: 59.54%64% (+4.5%)

2% more capital invested

Capital invested by funds: $30.2B → $30.8B (+$561M)

16% less call options, than puts

Call options by funds: $1.43B | Put options by funds: $1.7B

Holders
728
Holders Change
+81
Holders Change %
+12.52%
% of All Funds
16.04%
Holding in Top 10
76
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+20.63%
% of All Funds
1.67%
New
225
Increased
292
Reduced
158
Closed
140
Calls
$1.43B
Puts
$1.7B
Net Calls
-$269M
Net Calls Change
+$440M
Name Holding Trade Value Shares
Change
Change in
Stake
LS
601
Livforsakringsbolaget Skandia
Sweden
$56K +$65.8K +2,000 New
GSWM
602
Golden State Wealth Management
California
$55K +$64.8K +1,970 New
EWM
603
EPG Wealth Management
Georgia
$53K +$42.6K +1,294 +216%
HWM
604
HighMark Wealth Management
Minnesota
$46K +$2.44K +74 +5%
AA
605
Ancora Advisors
Ohio
$45K +$37K +1,125 +225%
MAM
606
Meeder Asset Management
Ohio
$45K +$50K +1,519 +1,651%
Fifth Third Bancorp
607
Fifth Third Bancorp
Ohio
$41K -$16.7K -506 -26%
GSC
608
G&S Capital
Colorado
$41K +$49.4K +1,500 New
QCG
609
Quadrant Capital Group
Ohio
$40K +$30.2K +919 +202%
TL
610
TrueWealth LLC
Georgia
$39K +$32.9K +1,000 +250%
WCG
611
Weaver Consulting Group
California
$36K +$23.8K +724 +132%
CQS
612
Credential Qtrade Securities
$33.2K +$39.2K +1,190 New
LF
613
Lee Financial
Texas
$33K
GWMIA
614
Global Wealth Management Investment Advisory
Florida
$33K +$24.4K +740 +166%
MWM
615
MBE Wealth Management
Wisconsin
$33K +$38.9K +1,183 New
PA
616
Procyon Advisors
Connecticut
$32K +$14.2K +431 +62%
RE
617
RBC Europe
United Kingdom
$30.6K +$21.9K +665 +155%
PFGIA
618
Patriot Financial Group Insurance Agency
Massachusetts
$30K +$24.2K +735 +217%
WIM
619
Westside Investment Management
California
$29.1K +$1.39M +42,105 New
FMII
620
Farmers & Merchants Investments Inc
Nebraska
$28K
AIM
621
Arcadia Investment Management
Michigan
$28K +$32.9K +1,000 New
GI
622
Gradient Investments
Minnesota
$27K +$987 +30 +3%
EIP
623
Ellis Investment Partners
Pennsylvania
$25K +$32.9K +1,000 New
TRCT
624
Tower Research Capital (TRC)
New York
$24K -$858K -26,065 -97%
WAP
625
Wealthcare Advisory Partners
Pennsylvania
$24K +$13.6K +412 +92%

UBER Hedge Fund Activity: Q1 2020 in Review

728 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Uber (UBER) for Q1 2020, worth a combined $30.8B — up 1.9% from $30.2B a quarter earlier.

Buyers outnumbered sellers: 225 funds opened new UBER positions and 140 closed out — a net gain of 85 holders — while 292 added to existing stakes and 158 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $817M. The largest seller was Citadel Advisors, cutting an estimated $503M.

  • 728 institutional investors held Uber (UBER) as of Q1 2020, up from 647 in Q4 2019.
  • Funds reported $30.8B of Uber stock for Q1 2020, up 1.9% quarter-over-quarter.
  • 225 funds opened new Uber positions in Q1 2020 and 140 closed out, a net change of +85 holders.
  • The largest Uber buyer in Q1 2020 was Morgan Stanley, an estimated $817M added.
  • The largest Uber seller in Q1 2020 was Citadel Advisors, an estimated $503M sold.

Based on aggregated 13F filings for Q1 2020.